Wallace Advisory Group’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-913
Closed -$212K 199
2025
Q1
$212K Hold
913
0.15% 170
2024
Q4
$206K Buy
+913
New +$206K 0.14% 170